Anic Equity¶
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Total return since start: 0.617 %¶
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Equity now: -----------------------------> 49407.98 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 45346.77 Kr¶
PnL: ---------------------------------------> 290.77 Kr¶
DD now: ---------------------------------> -6.989 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-04 10:16:17.627103'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hennes & Mauritz B | 9 | 1.390000 | 1683.900000 | 214.900000 | 14.630000 | 1468.999998 |
| Sedana Medical | 93 | 5.580000 | 2711.880000 | 190.880000 | 7.570000 | 2521.000011 |
| Orrön Energy | 180 | 4.200000 | 2142.900000 | 99.900000 | 4.890000 | 2043.000000 |
| Platzer Fastigheter Holding B | 12 | 3.710000 | 1005.600000 | 44.600000 | 4.640000 | 960.999996 |
| Sagax B | 4 | 3.090000 | 893.600000 | 39.600000 | 4.640000 | 854.000000 |
| Sagax A | 4 | 3.720000 | 892.000000 | 38.000000 | 4.450000 | 854.000000 |
| Catena | 2 | 2.640000 | 824.400000 | 32.400000 | 4.090000 | 792.000000 |
| Atrium Ljungberg B | 5 | 1.520000 | 967.000000 | 32.000000 | 3.420000 | 935.000000 |
| JM | 6 | 1.500000 | 891.000000 | 27.000000 | 3.130000 | 864.000000 |
| Hoist Finance | 35 | -0.170000 | 1002.750000 | 22.750000 | 2.320000 | 980.000000 |
| Gränges | 9 | 1.840000 | 945.000000 | 17.000000 | 1.830000 | 927.999999 |
| Hexatronic Group | 12 | 1.510000 | 982.800000 | 15.800000 | 1.630000 | 966.999996 |
| Byggmax Group | 33 | 1.520000 | 967.560000 | 11.560000 | 1.210000 | 956.000001 |
| BioGaia B | 8 | 0.680000 | 940.800000 | 10.800000 | 1.160000 | 930.000000 |
| Bilia A | 8 | 0.530000 | 904.800000 | 4.800000 | 0.530000 | 900.000000 |
| Clas Ohlson B | 12 | 0.250000 | 976.800000 | 3.800000 | 0.390000 | 972.999996 |
| EQT | 4 | 0.920000 | 835.600000 | 3.600000 | 0.430000 | 832.000000 |
| AcadeMedia | 8 | 0.700000 | 403.600000 | 1.600000 | 0.400000 | 402.000000 |
| HEXPOL B | 9 | -0.610000 | 1021.500000 | 0.500000 | 0.050000 | 1020.999996 |
| Biotage | 7 | -0.590000 | 937.300000 | -3.700000 | -0.390000 | 940.999997 |
| OX2 | 13 | 0.410000 | 944.450000 | -5.550000 | -0.580000 | 949.999999 |
| ASSA ABLOY B | 3 | -0.310000 | 773.400000 | -5.600000 | -0.720000 | 779.000001 |
| Alimak Group | 11 | 0.480000 | 921.800000 | -6.200000 | -0.670000 | 927.999996 |
| VEF | 909 | 0.900000 | 1834.360000 | -15.640000 | -0.850000 | 1850.000436 |
| Nordic Waterproofing Holding | 7 | 0.450000 | 947.800000 | -19.200000 | -1.990000 | 966.999999 |
| Creaspac SPAC | 39 | 0.000000 | 3697.200000 | -20.800000 | -0.560000 | 3717.999987 |
| SKF B | 5 | -2.010000 | 913.250000 | -26.750000 | -2.850000 | 940.000000 |
| Latour B | 4 | 0.440000 | 821.600000 | -35.400000 | -4.130000 | 857.000000 |
| Addnode Group B | 11 | -1.890000 | 884.400000 | -36.600000 | -3.970000 | 921.000003 |
| Vitec Software Group B | 2 | 0.770000 | 1050.000000 | -37.000000 | -3.400000 | 1087.000000 |
| Indutrade | 5 | 1.550000 | 1179.000000 | -39.000000 | -3.200000 | 1218.000000 |
| Bufab | 3 | -0.280000 | 1050.000000 | -59.000000 | -5.320000 | 1109.000001 |
| Hexagon B | 26 | 0.270000 | 3399.500000 | -61.500000 | -1.780000 | 3461.000010 |
| INVISIO | 16 | 0.440000 | 3616.000000 | -73.000000 | -1.980000 | 3689.000000 |
| BHG Group | 97 | 2.080000 | 1383.220000 | -75.780000 | -5.190000 | 1458.999989 |
| TOTAL | 45346.770000 | 290.770000 | -6.9886% | 45056.000411 |
Updated:¶
'2023-07-04 10:16:34.299130'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
